ERP System - Town of Fairview

Project Scope Proposals are being sought through this RFP for a project that includes acquisition of: • Financial Management Capabilities (i.e., General Ledger, Accounts Payable, Accounts Receivable, Purchasing, Fixed Assets, Cash Management, Bank Reconciliation, Financial Reporting) • Budgeting Capabilities (i.e., Budget Preparation, Forecasting, Budget Amendments, Budget-to-Actual Reporting, Multi-Year Planning) • Procurement Capabilities (i.e., Purchase Order Management, Vendor Management, Contracts Management, Purchasing Card Administration, Cooperative Purchasing, Invoice Approval Workflows) • Human Resources Capabilities (i.e., Employee Records, Position Management, Benefits Administration, Leave Management, Recruiting, Onboarding, Personnel Reporting) • Payroll Capabilities (i.e., Payroll Processing, Time and Attendance Integration, Tax Reporting, Direct Deposit, Labor Distribution, Employee Self-Service) • Utility Billing Capabilities (i.e., Customer Account Management, Meter Management, Billing, Cashiering, Collections, Service Orders, Payment Processing, Customer Self-Service) • Workflow and Document Management Capabilities (i.e., Electronic Approvals, Workflow Automation, Notifications, Document Attachment and Retention) • Reporting and Analytics Capabilities (i.e., Dashboards, Ad Hoc Reporting, Financial Analytics, Operational Reporting, KPI Tracking) • System Administration Capabilities (i.e., Security Administration, Role-Based Access Control, Audit Trails, Configuration Management, User Administration) • Interfaces to Town Systems and Third-Party Applications • Implementation, Data Conversion, Training, and Change Management Services • Cloud Hosting, Maintenance, and Support Overall services associated with the implementation of all proposals must include: project management, system design, configuration, interface development, systems integration, data conversion, testing, training, and ongoing maintenance and support. The Town is looking for the Vendor to provide a single project manager for the duration of the project and expects the project manager to be dedicated to the Town’s project with weekly status call updates and project review meetings. Onsite activity for all modules should include the following: kickoff, discovery/workflow analysis, training, and go-live. It is critical to the success of this project that the selected vendor perform business analysis and assist the Town in improving operational workflows to fully leverage the capabilities of the proposed system. The Town intends to adopt vendor-supported best practices where practical while maintaining the flexibility needed to support its operational requirements. NON-MANDATORY Tuesday, October 20, 2026, 10:00-11:00 AM CDT https://teams.microsoft.com/meet/283405352064086?p=V8dEMHAQaKy1gDKWBa Meeting ID: 283 405 352 064 086 Passcode: Si7ab9Gv